Original filing (PDF)20240522105936NAL0006189248001

ROBINSON & YABLON, P.C.

Name: ROBINSON & YABLON, P.C. — ROBINSON & YABLON, P.C. INCENTIVE SAVINGS PLAN, Form 5500 (2023)
Creator: ROBINSON & YABLON, P.C.

Form 5500-SF

FILING_RECEIVED

ROBINSON & YABLON, P.C. INCENTIVE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBINSON & YABLON, P.C..

Plan sponsor

Name

ROBINSON & YABLON, P.C.

EIN

13-4037992

Address

232 MADISON AVENUE · NEW YORK, NY · 10016

Phone

(212) 725-8566

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-22

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

THE STRAUSS LAW FIRM LLC

$1.2M · 16 participants

MEHEULA LAW, LLLC

MEHEULA LAW, LLLC 401(K) PLAN

$1.2M · 3 participants

CLIFFORD J. STERN, LLC

CLIFFORD J. STERN, LLC DEFINED BENEFIT PLAN

$1.2M · 2 participants

MICHAEL C. SCRANTON A PROFESSIONAL CORPORATION

SLF 401K PLAN

$1.2M · 26 participants

K.T. WILLIAMS LAW PLLC

K.T. WILLIAMS LAW, PLLC 401(K) PLAN

$1.2M · 4 participants